Axa
ENZL icon

Axa’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Axa’s Portfolio ENZL Stock Details ENZL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-20,100
Closed -$1.04M – 1201
2019
Q3 		$1.04M Sell
20,100
-7,900
-28% -$421K ﹤0.01% 978
2019
Q2 		$1.5M Hold
28,000
– – 0.01% 899
2019
Q1 		$1.46M Hold
28,000
– – 0.01% 905
2018
Q4 		$1.29M Sell
28,000
-2,900
-9% -$135K 0.01% 924
2018
Q3 		$1.5M Buy
30,900
+3,200
+12% +$154K 0.01% 945
2018
Q2 		$1.34M Sell
27,700
-5,100
-16% -$249K 0.01% 939
2018
Q1 		$1.6M Sell
32,800
-3,400
-9% -$165K 0.01% 897
2017
Q4 		$1.72M Hold
36,200
– – 0.01% 886
2017
Q3 		$1.71M Buy
36,200
+7,300
+25% +$342K 0.01% 840
2017
Q2 		$1.34M Sell
28,900
-1,800
-6% -$78.9K 0.01% 864
2017
Q1 		$1.3M Hold
30,700
– – 0.01% 869
2016
Q4 		$1.22M Hold
30,700
– – 0.01% 864
2016
Q3 		$1.44M Sell
30,700
-5,000
-14% -$230K 0.01% 832
2016
Q2 		$1.54M Sell
35,700
-3,700
-9% -$155K 0.01% 784
2016
Q1 		$1.62M Hold
39,400
– – 0.01% 792
2015
Q4 		$1.48M Hold
39,400
– – 0.01% 842
2015
Q3 		$1.26M Hold
39,400
– – 0.01% 870
2015
Q2 		$1.37M Hold
39,400
– – 0.01% 890
2015
Q1 		$1.58M Hold
39,400
– – 0.01% 854
2014
Q4 		$1.57M Hold
39,400
– – 0.01% 854
2014
Q3 		$1.52M Hold
39,400
– – 0.01% 819
2014
Q2 		$1.66M Hold
39,400
– – 0.01% 820
2014
Q1 		$1.69M Hold
39,400
– – 0.01% 807
2013
Q4 		$1.47M Buy
39,400
+8,200
+26% +$318K 0.01% 829
2013
Q3 		$1.2M Buy
31,200
+23,400
+300% +$834K 0.01% 836
2013
Q2 		$262K Buy
+7,800
New +$288K ﹤0.01% 1075

Other funds holding ENZL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return

Axa's ENZL Position: Q4 2019 in Review

Axa sold out of iShares MSCI New Zealand ETF (ENZL) in Q4 2019, closing a stake of 20,100 shares — an estimated $1.04M sold.

Axa first reported a position in ENZL in Q2 2013 and held it in 26 quarters. The position peaked at $1.72M in Q4 2017. 63 funds tracked by Wall St. Rank hold ENZL as of Q4 2019.

  • Axa reported no remaining iShares MSCI New Zealand ETF position as of Q4 2019 after selling out during the quarter.
  • Axa sold 20,100 iShares MSCI New Zealand ETF shares in Q4 2019, an estimated $1.04M.
  • Axa first reported a position in iShares MSCI New Zealand ETF in Q2 2013 and held it in 26 quarters.
  • Axa's iShares MSCI New Zealand ETF position peaked at $1.72M in Q4 2017.
  • 63 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q4 2019.

Based on Axa's 13F filing for Q4 2019, filed 18 Feb 2020.